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iShares Preferred and Income Securities ETF
PFF

Name Holding Trade Value Shares
Change 		Change in
Stake
SIAS
751
Shine Investment Advisory Services
Colorado
$10K – – –
FCMT
752
Founders Capital Management (Texas)
Texas
$10K +$10.8K +300 New
OFG
753
Oxford Financial Group
Indiana
$10K +$10.8K +300 New
HFA
754
HC Financial Advisors
California
$10K +$11.2K +312 New
TPWA
755
TRUE Private Wealth Advisors
Oregon
$9K – – –
VCM
756
Versant Capital Management
Arizona
$9K – – –
QI
757
QS Investors
New York
$9K +$1.76K +49 +22%
HIM
758
HawsGoodwin Investment Management
Tennessee
$8K – – –
SC
759
Stratford Consulting
Texas
$8K – – –
BMM
760
Berkshire Money Management
Massachusetts
$8K +$9.54K +266 New
QCG
761
Quadrant Capital Group
Ohio
$8K +$9.54K +266 New
S
762
SignatureFD
Georgia
$6K -$71K -1,980 -91%
PCA
763
Providence Capital Advisors
North Carolina
$6K -$38.5K -1,074 -84%
MI
764
Markston International
New York
$6K – – –
HFM
765
Hartford Financial Management
Connecticut
$5K -$3.94K -110 -39%
HDIM
766
Hanson & Doremus Investment Management
Vermont
$5K – – –
QAM
767
QCI Asset Management
New York
$5K – – –
TFA
768
Toth Financial Advisory
Virginia
$5K – – –
PA
769
Procyon Advisors
Connecticut
$5K +$5.42K +151 New
WA
770
WestEnd Advisors
North Carolina
$4.23K +$179 +5 +4%
MF
771
Manchester Financial
California
$4K -$29K -810 -87%
TL
772
TrueWealth LLC
Georgia
$4K -$22.3K -622 -83%
LSA
773
Lion Street Advisors
Texas
$4K +$4.23K +118 New
DCM
774
Davidson Capital Management
Texas
$4K +$4.7K +131 New
OSAM
775
O'Shaughnessy Asset Management
Connecticut
$4K +$4.7K +131 New
29 30
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